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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,459 | $49,976+85.0% | $66,674+38.7% | $82,637+11.9% |
| Participation rate | 68.8% | 63.1%+5.7pp | 73.7%-4.9pp | 68.1%+0.7pp |
| Annual return | 18.02% | 39.09%-21.1pp | 321.24%-303.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $1,772 | $1,988-10.9% | $2,620-32.4% | $2,552-30.6% |
| Participant deferral / active EE | $5,497 | $2,847+93.1% | $4,084+34.6% | $4,126+33.2% |
| Admin fee / account holder | $1,384 | $4,594-69.9% | $5,098-72.9% | $7,339-81.1% |